National Wealth Management Group, LLC

Mark Gargano is an advisor with National Wealth Management Group, LLC in Brentwood, TN, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include 14 years at Dynamic Wealth Advisors and current involvement with L3 Holdings Inc. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, and estate-planning support through a network of investment adviser representatives who deliver tailored, long-term focused investment strategies across multiple asset classes and platforms.

Philip Valeriano is a financial advisor with National Wealth Management Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including nine years with Wells Fargo Clearing Services and seven years with Wells Fargo Advisors. He is a 50% owner and active collaborator in Valeriano & Son LLC, a fee-only registered investment adviser based in Las Vegas. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm’s approach is individualized and long-term focused, with advisors delivering tailored strategies across various asset classes using multiple advisory platforms and custodians.

Matthew Heitman is a CFP®, CFA®, and ChFC® with six years of experience in the financial services industry. He is currently with National Wealth Management Group, LLC and previously worked at Fi3 Advisors, Key Private Bank, Ameriprise Financial Services, and Fidelity. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support through a network of investment adviser representatives. The firm’s investment approach is individualized and long-term focused, utilizing multiple advisory platforms and custodians while offering both traditional and digital solutions.

Thomas Brinkmann is affiliated with National Wealth Management Group, LLC and holds Series 63 and Series 65 licenses. He has extensive experience in tax and consulting firms, having worked at TJB Tax & Consulting for 27 years and held academic positions at the University of Cincinnati and Miami University. Brinkmann is the owner of Educational CPA, LLC, which provides entrepreneurial education, small business incorporation, and self-directed IRA services with a focus on real estate and tax. National Wealth Management Group offers fee-based investment advisory services primarily to individual and high net worth clients. The firm’s approach emphasizes individualized, long-term portfolio management and financial planning, utilizing multiple advisory platforms and custodians to deliver both traditional and digital investment solutions.

Vivienne Schleu is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with National Wealth Management Group since 2015 and has worked with LPL Financial since 2008. Schleu is also president and part owner of a Florida land development company and co-owner of a tax preparation and accounting services firm. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm’s investment approach is individualized and long-term focused, utilizing multiple advisory platforms and custodians, and it offers both traditional and digital solutions for portfolio management.

Lisa Gerardi is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with National Wealth Management Group since 2016 and has also worked with LPL Financial since 2009. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm employs an individualized, typically long-term investment approach and delivers services through a network of investment adviser representatives using multiple advisory platforms and custodians.

Angela Howard is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with National Wealth Management Group since 2016 and also maintains a relationship with LPL Financial LLC since 2008. Outside of advisory services, she has been involved in offering non-variable insurance products, including fixed life, annuities, and long-term care insurance. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, delivering customized portfolio management, financial planning, and retirement consulting. The firm employs a long-term, individualized investment approach and utilizes multiple advisory platforms and custodians to offer both traditional and digital solutions.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with National Wealth Management Group since 2015 and is also associated with LPL Financial. Additionally, Jones co-hosts The Money Alchemist Podcast, an investment-related program. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm emphasizes individualized, long-term investment strategies and utilizes multiple advisory platforms and custodians to deliver both traditional and digital solutions.

Vincent Valeriano is a financial advisor at National Wealth Management Group, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as a disaster assistance response team member for Samaritan's Purse. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support through a network of investment adviser representatives. The firm’s investment approach is individualized and long-term focused, utilizing multiple sponsored advisory platforms and custodians to deliver both traditional and digital solutions.

Brent Gargano is a CFP® with 11 years of industry experience, currently with National Wealth Management Group, LLC since 2022. He previously worked at UBS Financial Services Inc. and Fidelity in various advisory and brokerage roles from 2013 to 2022. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm employs a long-term, individualized investment approach across multiple asset classes and utilizes both traditional and digital advisory platforms.

Richard Moss is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial LLC since 2011 and joined National Wealth Management Group in 2020. Outside of his advisory role, he is involved in facilitating home visitations and reunification plans for at-risk youth and their families in the Indianapolis area, and he occasionally participates in local print and commercial auditions. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, delivering customized portfolio management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm emphasizes individualized, long-term investment strategies across multiple asset classes and offers both traditional and digital advisory solutions.

Katherine Petrelli is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial LLC since 2009 and joined National Wealth Management Group in 2016. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support through a network of investment adviser representatives. The firm employs an individualized, typically long-term investment approach and utilizes multiple advisory platforms and custodians to deliver both traditional and digital solutions.

James Lewis III is a financial advisor with National Wealth Management Group, LLC, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. He has worked at National Wealth Management Group since 2019 and previously held roles at Independent Financial Partners and LPL Financial, among others. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm delivers tailored, long-term focused investment strategies through a network of advisers using multiple platforms and custodians, including LPL Financial.

Donald Bateman is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has been with National Wealth Management Group since 2016 and also maintains a role at LPL Financial since 2013. Outside of his advisory work, Bateman performs as a musician with the Donnie Bateman Band and is involved in car sales through Select Motors. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm employs a long-term, individualized investment approach and utilizes multiple advisory platforms and custodians to deliver both traditional and digital portfolio management solutions.

Jon Ewing is a financial advisor with National Wealth Management Group, LLC in Cincinnati, Ohio. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at MassMutual, MetLife Securities, and LPL Financial. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm emphasizes individualized, long-term investment strategies and utilizes multiple advisory platforms and custodians.